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Technology Stocks : All About Sun Microsystems

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To: Kal who wrote (9730)	5/7/1998 7:37:00 PM
From: High-Tech East	Read Replies (3) of 64865

The SUNW / TCI Press Teleconference From May 6, 1998 - I just listened. Kal, funny you should mention it. The contract is very important to SUNW. It sounds like Personal Java and the Java OS is perfectly positioned to win 100% of the cable TV set-top box market. My opinion is that this is Java's biggest victory to date. 1. TCI will ship at least 25 million set-top boxes starting in June, 1989 with personal Java and the Java OS on all of them. TCI stated that this will probably extend to at least 100 million set-top boxes. 2. SUNW will receive a "per unit fee." 3. It sounds like this establishes Java and SUNW as the standard for "all" set-top boxes. 4. Two or three weeks ago, Microsoft shared this contract with SUNW with their Windows CE. 5. Now, SUNW has 100% of the contract, and Windows 95, NT and CE will run under Java. 6. SUNW will port Java to all the Microsoft units. It sounds like TCI does not trust Microsoft to write that software. It will have to be consistent and compatible with 100% pure Java. 7. TCI chose SUNW so that multiple OSs can be downloaded. 8. Windows will not meet TCI's requirements. Ken Wilson

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